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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,623 | $196,972+20.6% | $182,262+30.4% | $198,609+19.6% |
| Participation rate | 93.8% | 85.7%+8.1pp | 84.2%+9.5pp | 82.4%+11.4pp |
| Annual return | 15.08% | 158.27%-143.2pp | 140.60%-125.5pp | 202.70%-187.6pp |
| Employer contribution / active EE | $2,538 | $5,364-52.7% | $5,046-49.7% | $5,055-49.8% |
| Participant deferral / active EE | $8,874 | $8,643+2.7% | $8,276+7.2% | $6,977+27.2% |
| Admin fee / account holder | $89,931 | $18,429+388.0% | $16,712+438.1% | $19,030+372.6% |